Turn a chat message into CRM work

Chat is where things get decided; the CRM is where they have to end up. Three ways across.

Mention a record while writing. Type @ followed by a record's name, key, or a person's full name. Spaces are supported. Exact matches come first across record types, so a matching record is not pushed below loosely matching people. At the start of a sentence, a person may win an otherwise equal match; you still choose what to insert. Selecting a suggestion inserts the reference. Typing a name alone does not automatically turn it into a mention or notify anyone.

At the start of a sentence, an unambiguous name of someone already in the conversation can offer Nævn {{name}}. Click it or press Tab to create the mention, or press Escape to dismiss it. Enter keeps its normal send behaviour. These suggestions use the members already loaded in your browser.

Convert a message. Lav om til CRM-post in the message menu turns "we should follow up with them in March" into a real record with an owner and a date, rather than a line that scrolls away. This is the single most valuable habit in chat: if a message describes work, convert it before you close the tab.

Pick what the message becomes:

• Opfølgning: a task with an Ansvarlig, a Deadline date and a Prioritet, optionally on a customer, contact, deal or subscription.
• Note: the words go on a record's timeline, Registreret som a note, call, meeting, email or follow-up.
• Nyt tilbud: a deal in your first pipeline stage, with a Værdi and an Forventet lukning date, on a customer or contact.
• Nyt lead: a new lead from a Firma, a Kontaktperson, an E-mail or a Telefon.

For a deal or a lead, the message itself also lands on the new record's timeline, so the context travels with it.

Most of the form fills itself in. Records tagged in the message, and records mentioned in the conversation lately, sit above the search as one-tap choices. A person tagged in the message becomes the owner, an email address or phone number goes onto a new lead, and phrases like "tomorrow", "next week" or "Friday" set the date. Dealy then reads the message and fills in the rest, such as a clear title or "before the weekend" as a date; you see Dealy har udfyldt dette. Tjek det, før du opretter.. Anything you have already changed by hand stays as you set it. Reading the message uses a small amount of AI credit; without credit the form still fills in from the message alone.

The quick dates (I dag, I morgen, Næste uge, Om 2 uger) set the date in one tap. Ctrl + Enter creates it without reaching for the mouse.

When the message has replies, Tag hele tråden med puts the whole conversation on the record, with who said what, instead of the one message. Skriv det i tråden replies in the thread so everyone there can see it was handled; when you give the task to someone else it is switched on for you, and it notifies them.

Once converted, the message shows a small chip saying what it became, such as a follow-up on a customer or a new deal. Click it to open the record. Opening the convert menu on that message again warns you it has already been done, so the same thing is not created twice by accident.

Forward it. Videresend sends a message to another conversation — Søg i kanaler…, check Forhåndsvisning, then Videresend. You get Besked videresendt and Vis to follow it across.

Link the conversation to the work. A channel can follow specific pieces of work: Tilknyt en sag — Søg på nøgle eller titel... — and the panel then shows {{count}} sager with {{count}} åbne and {{count}} løste. Updates land in the channel as they happen, and Historik shows them in order: ændrede status, ændrede ansvarlig, tilføjede en kommentar.

Knyt en sprint does it wholesale: Knyt en sprint, så følger alle sager i den - nu og senere - automatisk med i denne samtale.

Kun kanalejere og administratorer kan tilknytte sager

Pointing someone at a conversation. Kopiér link gives a link that opens the channel; Kopiér link on a message points at that exact message. Use the second one — "see the chat" is not a reference, a link to the message is.

Paste a message link into chat and it shows as a small card instead of a long address: the conversation's name, who wrote the message and how it starts. A link to a reply reads Tråd i {{channel}}. Click the card to jump straight to that message, without leaving the page. To point at a whole thread or forum post instead, right-click it or type # and its title: Threads

The card only shows the name and text to people who can already open that conversation. Everyone else, including anyone in another workspace, sees Beskedlink and nothing more, so pasting a link in the wrong place never reveals what the message said. A message that has since been removed reads Slettet besked.

A channel name typed as plain text points nowhere: Ikke et link — Det her er ren tekst, så det peger ingen steder hen. Vælg den samtale du mente: